Client Compensation Analyst Position Available In York, South Carolina
Tallo's Job Summary: The Client Compensation Analyst role involves researching and communicating with advisors and firms on open balances, coordinating with various teams to resolve issues. Requirements include 5+ years of financial services experience, proficiency in Excel and a Bachelor's Degree in Finance/Business. Strong analytical, organizational, and communication skills are essential, with an SIE License highly preferred.
Job Description
Description The A/R Net Client Compensation Specialist is responsible for researching and communicating with active advisors and firms on open balances. This role partners with Relationship Management and Finance to produce data results and is responsible for understanding and presenting the issue in an advisor-friendly format, setting proper expectations and managing corrections to completion between business units. Will be coordinating with technical analysts to produce custom reports and utilizing reporting to provide consultation to business partners and financial advisors regarding various commission-related inquiries. Additional Skills & Qualifications
- 5+ years comparable experience; preferably financial services
- Proficiency in Microsoft Office (Excel
- pivot tables, advanced functions)
- SIE License HIGHLY preferred
- Bachelor’s Degree (preferably in Finance/Business)
- Knowledge and/or experience within wealth management / broker-dealer; understanding how advisor commissions operates is a HUGE plus
Candidate Profile:
- Strong, critical thinking analytical & organizational skills / great attention to detail / advanced listening skills with a focus on understanding each advisor’s needs
- Experience owning and coordinating multifaceted and escalated situations to completion
- Self-sufficient with minimal supervision required
- Great communication / customer service; while they are not primarily on the phones all day, they will be responsible for offering exceptional service and communicating with internal business partners and advisors.
- Experience in the Finance Industry o
HIGHLY PREFERRED
SIE License #eastpriority25
